Registered Representative - State Farm Agent Team Member
Gladwininsurance, Bay City, MI, United States
Registered Representative - State Farm Agent Team Member
Full Time in Gladwin - MI
Bonus based on performance
Opportunity for advancement
Paid time off
ROLE DESCRIPTION
As a Registered Representative - State Farm Agent Team Member with Lori Harrison - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES
Provide investment options and consult securities to customers.
Conduct financial needs analysis and recommend investment products.
Manage customers portfolios and provide ongoing support.
Stay updated on market trends and regulatory changes.
Conduct presentations and seminars on investment topics.
Maintain accurate records of transactions and customers interactions.
Ensure compliance with industry regulations and standards.
QUALIFICATIONS
Series 6 or 7 license and other relevant certifications.
Strong knowledge of investment products and financial markets.
Communication and customer service skills.
Ability to build and maintain customers relationships.
Detail-oriented with strong analytical skills.
Proficiency with financial software and tools.
High ethical standards and professionalism.
Compensation $70,000.00 - $100,000.00 per year
Join a community of good neighbors Make a difference in your community every day.
Gain confidence and grow your dream career.
Earn benefits and rewards that are second to none
#J-18808-Ljbffr
Bonus based on performance
Opportunity for advancement
Paid time off
ROLE DESCRIPTION
As a Registered Representative - State Farm Agent Team Member with Lori Harrison - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES
Provide investment options and consult securities to customers.
Conduct financial needs analysis and recommend investment products.
Manage customers portfolios and provide ongoing support.
Stay updated on market trends and regulatory changes.
Conduct presentations and seminars on investment topics.
Maintain accurate records of transactions and customers interactions.
Ensure compliance with industry regulations and standards.
QUALIFICATIONS
Series 6 or 7 license and other relevant certifications.
Strong knowledge of investment products and financial markets.
Communication and customer service skills.
Ability to build and maintain customers relationships.
Detail-oriented with strong analytical skills.
Proficiency with financial software and tools.
High ethical standards and professionalism.
Compensation $70,000.00 - $100,000.00 per year
Join a community of good neighbors Make a difference in your community every day.
Gain confidence and grow your dream career.
Earn benefits and rewards that are second to none
#J-18808-Ljbffr